Rock My Portfolio, Austin Smith

The following video is part of our "Talking Stocks" series, in which Motley Fool analyst Austin Smith and our chief technology officer break down each other's portfolios.

In today's edition, Jeremy gives Austin an honest opinion on three of his top holdings. Jeremy is pretty bullish on those two picks that are largely tied to the tech boom, but he's hugely skeptical of Austin's pick in heavily shorted SUPERVALU (NYSE: SVU  ) , and with good reason. SUPERVALU is heavily indebted and still suffers from declining same-store sales.

No surprise then that, as our chief technology officer, the real winners Jeremy sees are in the tech sphere.

You can read about one company that's set to profit from the mobile revolution by clicking here. Enjoy, and Fool on!

Austin Smith owns shares of eBay, SUPERVALU, and Corning. Jeremy Phillips owns no shares of the companies mentioned here. 

We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days. The Motley Fool owns shares of SUPERVALU and Apple. Motley Fool newsletter services have recommended buying shares of eBay, Apple, and Corning. Motley Fool newsletter services have recommended creating a bull call spread position in Apple. Motley Fool newsletter services have recommended writing puts on eBay. Motley Fool newsletter serviceshave recommended buying calls on SUPERVALU. The Motley Fool has a disclosure policy.


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Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

  • Report this Comment On April 12, 2012, at 3:40 AM, trecer wrote:

    The MF camera guys seem to have gotten the lighting right for the first time on this video. Or is it just Austin's nice tan?!

  • Report this Comment On April 12, 2012, at 5:22 AM, Bujutsu wrote:

    I would disagree with trecer in that they put the lighting in the wrong position so that it is reflected in the upper right hand corner of the screen behind Austin.

    In addition, the close-up shots were way too close, leaving just their heads, which appeared to bounce around my screen (as even slight movements of the head were amplified) and made it difficult to watch.

    The above problems video production problems distracted from the points about investing that they were trying to get across to the audience.

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